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Nonprofiteer
← COX HPS OF THE OZARKS INC

Form 990 for tax year 2022

Filed by COX HPS OF THE OZARKS INC.

Totals

Total revenue
$46,129,933
Total expenses
$50,147,908
Contributions and grants received
$643,488
Grants paid
$0
Program service revenue
$45,147,733
Investment income
$338,712
Other revenue
$0
Total assets, end of year
$32,430,784
Total liabilities, end of year
$18,404,210
Net assets or fund balances, end of year
$14,026,574
Program services expenses (Part IX)
$45,586,830
Management and general expenses
$4,561,078
Fundraising expenses
$0
Program service expenses (Part III)
$45,586,830

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HAL HIGDON

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JACOB MCWAY

    EVP, COXHEALTH CFO

    Total calculated
    $1,257,807
    From this org
    $0
    From related orgs
    $1,026,750
    Other
    $231,057
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $745,476 related
    Bonus
    $0 + $171,360 related
    Other
    $0 + $109,914 related
    Deferred
    $0 + $210,020 related
    Nontaxable benefits
    $0 + $21,037 related
    Filer's total
    $0 + $1,257,807 related

  • JEFFERSON TYNES

    3RD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MAX BUETOW

    PRESIDENT & CEO

    Total calculated
    $1,027,333
    From this org
    $0
    From related orgs
    $809,328
    Other
    $218,005
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $743,426 related
    Bonus
    $0 + $63,787 related
    Other
    $0 + $2,115 related
    Deferred
    $0 + $201,493 related
    Nontaxable benefits
    $0 + $16,512 related
    Filer's total
    $0 + $1,027,333 related

  • ROBERT FULP

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • SALLY HARGIS

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • BRIAN JARED

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • CHARLES CHUCK CHALENDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • HOWARD JARVIS MD

    BOARD MEMBER

    Total calculated
    $483,137
    From this org
    $0
    From related orgs
    $438,389
    Other
    $44,748
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,389 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,970 related
    Nontaxable benefits
    $0 + $17,778 related
    Filer's total
    $0 + $483,137 related

  • IBRAHIM ABE ABDALLA MD

    BOARD MEMBER

    Total calculated
    $1,610,507
    From this org
    $0
    From related orgs
    $1,558,729
    Other
    $51,778
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,558,729 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,000 related
    Nontaxable benefits
    $0 + $17,778 related
    Filer's total
    $0 + $1,610,507 related

  • JAMES HUTCHESON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JAN BAUMGARTNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOSEPH TURNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JULIA FLAX MD

    BOARD MEMBER

    Total calculated
    $501,934
    From this org
    $0
    From related orgs
    $453,137
    Other
    $48,797
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,447 related
    Bonus
    $0
    Other
    $0 + $690 related
    Deferred
    $0 + $35,750 related
    Nontaxable benefits
    $0 + $13,047 related
    Filer's total
    $0 + $501,934 related

  • KRYSTAL RUSSELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • KURT HELLWEG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • PHILLIP LOYD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • ROBERT COX

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • JAMES FARMER

    PRESIDENT

    Total calculated
    $311,596
    From this org
    $0
    From related orgs
    $279,328
    Other
    $32,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $279,123 related
    Bonus
    $0
    Other
    $0 + $205 related
    Deferred
    $0 + $14,453 related
    Nontaxable benefits
    $0 + $17,815 related
    Filer's total
    $0 + $311,596 related

  • VICKIE NELSON

    SECRETARY

    Total calculated
    $82,411
    From this org
    $0
    From related orgs
    $70,920
    Other
    $11,491
    Hours/week
    1 + 45 related

  • AILEEN CABASI

    PHYSICIAN

    Total calculated
    $168,216
    From this org
    $152,109
    From related orgs
    $0
    Other
    $16,107
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,707
    Bonus
    $0
    Other
    $402
    Deferred
    $7,694
    Nontaxable benefits
    $8,413
    Filer's total
    $168,216

  • JONATHAN HATHCOCK

    PHYSICAL THERAPIST

    Total calculated
    $176,446
    From this org
    $167,538
    From related orgs
    $0
    Other
    $8,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,174
    Bonus
    $0
    Other
    $364
    Deferred
    $8,382
    Nontaxable benefits
    $526
    Filer's total
    $176,446

  • RHONDA FLANNERY

    PHARMACIST

    Total calculated
    $154,069
    From this org
    $145,881
    From related orgs
    $0
    Other
    $8,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,716
    Bonus
    $0
    Other
    $1,165
    Deferred
    $7,491
    Nontaxable benefits
    $697
    Filer's total
    $154,069

  • RHONDA GEESLIN

    PHARMACIST

    Total calculated
    $172,577
    From this org
    $151,202
    From related orgs
    $0
    Other
    $21,375
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,235
    Bonus
    $0
    Other
    $1,967
    Deferred
    $8,025
    Nontaxable benefits
    $13,350
    Filer's total
    $172,577

  • STEPHANIE RHEEM

    PHARMACY SUPERVISOR

    Total calculated
    $187,237
    From this org
    $166,219
    From related orgs
    $0
    Other
    $21,018
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,949
    Bonus
    $0
    Other
    $270
    Deferred
    $8,627
    Nontaxable benefits
    $12,391
    Filer's total
    $187,237

  • STEVE EDWARDS

    FORMER PRESIDENT & CEO

    Total calculated
    $1,881,741
    From this org
    $0
    From related orgs
    $1,720,045
    Other
    $161,696
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $987,148 related
    Bonus
    $0 + $414,960 related
    Other
    $0 + $317,937 related
    Deferred
    $0 + $140,438 related
    Nontaxable benefits
    $0 + $21,258 related
    Filer's total
    $0 + $1,881,741 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
MONTHLY SOCIAL CLUB DUES ARE INCLUDED IN THE TAXABLE COMPENSATION OF STEVE EDWARDS, FORMER CEO, AND JAKE MCWAY, CFO.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
STEVE EDWARDS, MAX BEUTOW, AND JACOB MCWAY PARTICIPATE IN A 457(F) NONQUALIFIED RETIREMENT PLAN WITH LESTER E. COX MEDICAL CENTERS: -STEVE EDWARDS RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $125,188. -STEVE EDWARDS RECEIVED AN EXECUTIVE 457(F) DISTRIBUTION OF $307,491, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - JACOB MCWAY RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $174,270. - JACOB MCWAY RECEIVED A 457(F) DISTRIBUTION OF $97,178, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - MAX BUETOW RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $172,368.
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization
KEY EMPLOYEES HAVE NET EARNINGS AS ONE COMPONENT OF A BALANCED SCORECARD METRIC CONTAINED WITHIN A BONUS PROGRAM. EMPLOYED PHYSICIANS ARE PAID BASED ON SALARY, A FORMULA USING COLLECTIONS AND EXPENSE, AN AMOUNT PER RVU, OR A COMBINATION OF THESE. EXECUTIVE LEVEL STAFF ARE ELIGIBLE FOR ADDITIONAL COMPENSATION BASED ON A VARIETY OF PERFORMANCE INDICATORS IN QUALITY, CUSTOMER AND EMPLOYEE SATISFACTION AND BUSINESS PERFORMANCE MEASURES.
Schedule J, Part I, Line 3 CEO COMPENSATION DETERMINATION
LESTER E. COX MEDICAL CENTERS, A RELATED ORGANIZATION, DETERMINES THE COMPENSATION OF THE CEO THROUGH THE USE OF: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part II BOARD MEMBER COMPENSATION
NO COMPENSATION WAS PROVIDED FOR RESPONSIBILITIES ASSOCIATED WITH BEING A BOARD DIRECTOR. COMPENSATION REPORTED FOR SEVERAL BOARD MEMBERS LISTED ON SCHEDULE J REPRESENTS EMPLOYEE OR INDEPENDENT CONTRACTOR COMPENSATION UNRELATED TO SERVICE AS A BOARD MEMBER.
Schedule J, Part II, Column (F) COMPENSATION REPORTED IN PRIOR FORM 990
COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
7 August 2024
IRS schema version
2022v5.0
Source object
202422209349300997

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